Home / CRM & follow-up
Never leave a customer without an answer
We set up your CRM, automations and processes to reply instantly, follow up on every quote and know exactly how much your business sells.
- Reply in seconds
- Online booking
- Automatic reviews
- Reports
The problem isn’t always getting customers
Often customers do come in. But they call while you’re on a job, message on Facebook and nobody answers, or ask for a quote that’s never followed up.
A follow-up system does that work for you, every day, without you having to remember.
- Missed callsIf you don’t answer, the customer calls the next one on the list.
- Forgotten quotesYou send the price and nobody calls back to close.
- Everything in your headContacts on your phone, notes on paper and zero visibility into the business.
What you get, up and running
Set up for your business, in English or Spanish, with training for you and your team.
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CRM and pipeline
All your customers in one place
Every lead from your website, ads, Facebook, WhatsApp or Google goes into the CRM and moves through stages: new, quoted, won.
- Pipeline
- History
- Mobile app
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Automatic replies
Text in seconds
If you miss a call, the customer gets a text right away. Forms get a reply and an option to book.
- Missed call text
- Text and email
- Online booking
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Reviews and follow-up
After every job
We automatically request the Google review and follow up on every quote until the customer decides.
- Google reviews
- Quote follow-up
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Reports
Clear numbers
How many leads came in, from where, how many booked and how many bought.
- Sources
- Conversion
- Sales
Plans
For service businesses that want to grow in an organized way.
Monthly plans
To grow month after month. Initial 90-day commitment; month-to-month after that.
Google + Reviews
Show up on your city’s map and get reviews without asking for them yourself.
- Google profile optimized in the first month, with before and after
- 4 Google posts per month
- Replies to all your reviews
- Automatic review requests by text
- Automatic text when you miss a call
- Monthly report on calls and reviews
Presence
More calls from Google and social media, with professional content.
- Everything in Google + Reviews
- 8 pieces per month: 2 short videos and 6 designs
- Posting on Facebook, Instagram and Google
- 1 campaign per month on Meta or Google
- Leads and results report
Growth
Social media, ads and CRM connected to turn every inquiry into a customer.
- Everything in Presence
- 12 pieces per month: 4 videos and 8 designs
- Posting on up to 5 networks, including LinkedIn
- 2 campaigns per month on Google or Meta
- CRM with unified inbox and quote follow-up
- WhatsApp support and unlimited consulting
Dominance
For companies that want to lead their area and grow fast.
- Everything in Growth
- 20 pieces per month: 8 videos and 12 designs
- Up to 4 campaigns per month
- Landing page included
- Weekly strategy meeting
Ad spend is paid directly to Google or Meta and is not included in the fee.
One-time projects
What you need once to look professional and get organized.
Websites include the first year of domain and hosting. With a monthly plan, your website gets a preferred price.
See the system in action
On a call, we’ll show you how the CRM would look with your services, your stages and your messages.
Or message us on WhatsApp